See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $171,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,490 | $46,292+26.3% | $143,757-59.3% | $64,808-9.7% |
| Participation rate | 40.5% | 64.2%-23.7pp | 80.3%-39.8pp | 71.5%-31.0pp |
| Annual return | 12.71% | -10.05%+22.8pp | -0.04%+12.8pp | 32.82%-20.1pp |
| Employer contribution / active EE | $1,053 | $1,910-44.9% | $4,951-78.7% | $2,506-58.0% |
| Participant deferral / active EE | $1,874 | $2,646-29.2% | $5,637-66.8% | $4,310-56.5% |
| Admin fee / account holder | $22 | $154-85.6% | $14,673-99.8% | $188-88.2% |